Josh Wilk, CPA Partner
Services:
Josh Wilk is a Partner in Grassi’s Private Client Services and Trusts & Estates practice. With 24 years of accounting experience, Josh specializes in providing comprehensive tax services to high-net-worth individuals, family offices, investment partnerships, trusts and estates.
Josh’s expertise spans a wide range of tax areas, including individual, gift, trust, estate, partnership, S corporation and private foundation taxation. He also has extensive experience in C corporation, tax-exempt, sales and use, and international tax matters.
Before Grassi in 2024, Josh was a partner at a national accounting firm, where he focused on private client services, trusts and estates. His commitment to client service and technical expertise makes him a valuable addition to the Grassi team. At Grassi, Josh leverages his extensive experience and industry knowledge to provide tailored solutions for clients navigating complex tax landscapes, particularly in wealth preservation and transfer.
Josh is a Certified Public Accountant, licensed since 2004 and is an active member of the American Institute of Certified Public Accountants (AICPA). Committed to giving back to his community, he served as the past president of the board of the Clifton Cheder Elementary School and was previously a board member of the Ahavas Israel of Passaic Park synagogue.
Josh earned his degree in Accounting from Yeshiva University’s Sy Syms School of Business, where he served as president of the Accounting Society in 2001/2002. He is conversant in Hebrew.